Financial Architects is an investment advisor in Marlton with $1.48 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
222921395
SEC advisor number
801-34212
FINRA CRD number
105897
AUM ?
$1.48 bn
(as of 17 Apr 23)
Accounts
2,306
(as of 17 Apr 23)
Employees
18
(10 investment advisory or research)
Address
Financial Architects
FIVE GREENTREE CENTER
SUITE 312
MARLTON
NJ 08053
FIVE GREENTREE CENTER
SUITE 312
MARLTON
NJ 08053
Office hours
Monday - Friday, 8:00 AM TO 5:00 PM
Phone
856-985-8400
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Meyer, Thomas, Clarence | President/chief Compliance Officer | 01/1989 | > 75% |
Zuccarelli, Nina | Chief Operating Officer | 01/2014 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21
13F-HR
Quarterly holdings report by institutional manager
10 Aug 21
13F-HR
Quarterly holdings report by institutional manager
17 May 21